About the role
Job Description
What is the opportunity?
In this role, you will provide advance sales and service coaching capability of the Investment and Retirement Planning team to drive volume and revenue through improved sale and service effectiveness and client experience.
What will you do?
- Embed and sustain initiatives in the context of RBC Financial Planning – MyAdvisor, MyInvestment Portfolio and Your Future by Design as examples
- Build coaching capability in delivering multi-channel client access, exceptional client experience (Top Box), and advice that is meaningful, memorable, and timely
- Advance adoption of practice management routines in enhancing sales planning, and determining key areas of focus
- Advance Leaders capability in coaching to drive advisor productivity, increase volume growth and enhance the client experience
- Advance FP-IRP effectiveness in sales and service practices (e.g. deepening client relationships, Partnering, practice management, anchoring)
- Partner with the Relationship FP and Mortgage Specialists Business’ to drive Regional business focus, achieve regional growth objectives and create brand dominance in the marketplace
- Working as a Team and Growing through One RBC
- Provide prioritized diagnostic support on market management, sales management, and coaching practices
What do you need to succeed?
- Strong investment knowledge coupled with business acumen
- Sound business and organizational knowledge, planning and execution capabilities
- Knowledge and experience across Personal and Commercial Banking within the market/s supported, including sales management, and direct sales.
- Excellent written and oral communication ability and strong impact and influence competencies.
- Experience sales/management skills Personal and Commercial Banking.
- Strong understanding of an acquisition sales force.
- Proven experience in both 1:1 coaching, team coaching, and experience coaching sales people and enabling sales managers.
Nice to have:
- Institut Québécois de Planification Financière - IQPF
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
Job Skills
Agile Methodology, Business Data Analysis, Customer Service, Decision Making, Design Thinking, Digital Transformation, High Impact Communication, Implementation, Long Term Planning, Time Management
Additional Job Details
Address:
1130 RUE SHERBROOKE O:MONTRÉAL
City:
Montréal
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-23
Application Deadline:
2025-11-03
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.
About the role
Job Description
What is the opportunity?
In this role, you will provide advance sales and service coaching capability of the Investment and Retirement Planning team to drive volume and revenue through improved sale and service effectiveness and client experience.
What will you do?
- Embed and sustain initiatives in the context of RBC Financial Planning – MyAdvisor, MyInvestment Portfolio and Your Future by Design as examples
- Build coaching capability in delivering multi-channel client access, exceptional client experience (Top Box), and advice that is meaningful, memorable, and timely
- Advance adoption of practice management routines in enhancing sales planning, and determining key areas of focus
- Advance Leaders capability in coaching to drive advisor productivity, increase volume growth and enhance the client experience
- Advance FP-IRP effectiveness in sales and service practices (e.g. deepening client relationships, Partnering, practice management, anchoring)
- Partner with the Relationship FP and Mortgage Specialists Business’ to drive Regional business focus, achieve regional growth objectives and create brand dominance in the marketplace
- Working as a Team and Growing through One RBC
- Provide prioritized diagnostic support on market management, sales management, and coaching practices
What do you need to succeed?
- Strong investment knowledge coupled with business acumen
- Sound business and organizational knowledge, planning and execution capabilities
- Knowledge and experience across Personal and Commercial Banking within the market/s supported, including sales management, and direct sales.
- Excellent written and oral communication ability and strong impact and influence competencies.
- Experience sales/management skills Personal and Commercial Banking.
- Strong understanding of an acquisition sales force.
- Proven experience in both 1:1 coaching, team coaching, and experience coaching sales people and enabling sales managers.
Nice to have:
- Institut Québécois de Planification Financière - IQPF
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
Job Skills
Agile Methodology, Business Data Analysis, Customer Service, Decision Making, Design Thinking, Digital Transformation, High Impact Communication, Implementation, Long Term Planning, Time Management
Additional Job Details
Address:
1130 RUE SHERBROOKE O:MONTRÉAL
City:
Montréal
Country:
Canada
Work hours/week:
37.5
Employment Type:
Full time
Platform:
PERSONAL & COMMERCIAL BANKING
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2025-10-23
Application Deadline:
2025-11-03
Note**:** Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
I****nclusion and Equal Opportunity Employment
At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
About RBC
Royal Bank of Canada is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance. Our success comes from the 94,000+ employees who leverage their imaginations and insights to bring our vision, values and strategy to life so we can help our clients thrive and communities prosper. As Canada's biggest bank and one of the largest in the world, based on market capitalization, we have a diversified business model with a focus on innovation and providing exceptional experiences to our more than 17 million clients in Canada, the U.S. and 27 other countries. Learn more at rbc.com. We are proud to support a broad range of community initiatives through donations, community investments and employee volunteer activities. See how at www.rbc.com/community-social-impact.
La Banque Royale du Canada est une institution financière mondiale définie par sa raison d'être, guidée par des principes et orientée vers l'excellence en matière de rendement. Notre succès est attribuable aux quelque 94 000+ employés qui mettent à profit leur créativité et leur savoir faire pour concrétiser notre vision, nos valeurs et notre stratégie afin que nous puissions contribuer à la prospérité de nos clients et au dynamisme des collectivités. Selon la capitalisation boursière, nous sommes la plus importante banque du Canada et l'une des plus grandes banques du monde. Nous avons adopté un modèle d'affaires diversifié axé sur l'innovation et l'offre d'expériences exceptionnelles à nos plus de 17 millions de clients au Canada, aux États Unis et dans 27 autres pays. Pour en savoir plus, visitez le site rbc.com/francais
Nous sommes fiers d'appuyer une grande diversité d'initiatives communautaires par des dons, des investissements dans la collectivité et le travail bénévole de nos employés. Pour de plus amples renseignements, visitez le site www.rbc.com/collectivite-impact-social.